Selective Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History

Selective Wealth Management’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-950	Closed	-$63K	–	227
2022 Q3	$63K	Hold	950	–	–	0.03%	268
2022 Q2	$66K	Hold	950	–	–	0.02%	275
2022 Q1	$78K	Hold	950	–	–	0.03%	238
2021 Q4	$68K	Sell	950 -125	-12%	-$9.13K	0.03%	235
2021 Q3	$70K	Buy	1,075 +400	+59%	+$28.5K	0.04%	224
2021 Q2	$52K	Buy	+675	New	+$52.3K	0.04%	186

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Selective Wealth Management's CP Position: Q4 2022 in Review

Selective Wealth Management sold out of Canadian Pacific Kansas City (CP) in Q4 2022, closing a stake of 950 shares — an estimated $63K sold.

Selective Wealth Management first reported a position in CP in Q2 2021 and held it in 6 quarters. The position peaked at $78K in Q1 2022. 909 funds tracked by Wall St. Rank hold CP as of Q4 2022.

Selective Wealth Management reported no remaining Canadian Pacific Kansas City position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 950 Canadian Pacific Kansas City shares in Q4 2022, an estimated $63K.
Selective Wealth Management first reported a position in Canadian Pacific Kansas City in Q2 2021 and held it in 6 quarters.
Selective Wealth Management's Canadian Pacific Kansas City position peaked at $78K in Q1 2022.
909 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.